Colonial Trust’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.21M Buy
2025
Q2
$1.76M Buy
2025
Q1
$1.49M Sell
2024
Q4
$1.66M Buy
2024
Q3
$1.27M Buy
2024
Q2
$1.06M Hold
2024
Q1
$1.17M Buy
2023
Q4
$932K Sell
2023
Q3
$888K Buy
2023
Q2
$797K Buy
2023
Q1
$740K Buy
2022
Q4
$769K Buy
2022
Q3
$526K Buy